VANGUARD STAR FDS's ticker is VXUS and the CUSIP is 921909768. A total of 848 filers reported holding VANGUARD STAR FDS in Q4 2021. The put-call ratio across all filers is 0.90 and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,638,986 | +238.4% | 105,362 | +254.6% | 0.54% | +175.8% |
| Q2 2023 | $1,666,446 | +33.7% | 29,716 | +31.6% | 0.19% | +31.1% |
| Q1 2023 | $1,246,329 | +25.1% | 22,574 | +17.2% | 0.15% | +12.1% |
| Q4 2022 | $996,556 | +949.0% | 19,268 | +1174.3% | 0.13% | +842.9% |
| Q3 2021 | $95,000 | -47.2% | 1,512 | -45.1% | 0.01% | -36.4% |
| Q2 2021 | $180,000 | +109.3% | 2,754 | +100.3% | 0.02% | +57.1% |
| Q1 2021 | $86,000 | +4.9% | 1,375 | +0.3% | 0.01% | -17.6% |
| Q4 2020 | $82,000 | -99.6% | 1,371 | +215.2% | 0.02% | +41.7% |
| Q3 2020 | $23,208,000 | +4.8% | 435 | +0.7% | 0.01% | 0.0% |
| Q2 2020 | $22,154,000 | +374.4% | 432 | +289.2% | 0.01% | +300.0% |
| Q1 2020 | $4,670,000 | -89.8% | 111 | -86.6% | 0.00% | -89.3% |
| Q4 2019 | $45,962,000 | – | 829 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sageworth Trust Co | 3,862,375 | $208,954,000 | 29.89% |
| Berman Capital Advisors, LLC | 761,717 | $41,208,000 | 14.34% |
| Lee Financial Group Hawaii, Inc. | 277,150 | $14,994,000 | 13.88% |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | 327,380 | $17,711,000 | 13.80% |
| Boothe Investment Group, Inc. | 240,315 | $13,001,000 | 12.16% |
| RETIREMENT CAPITAL STRATEGIES | 408,634 | $22,107,000 | 11.66% |
| Coyle Financial Counsel LLC | 177,669 | $9,612,000 | 9.01% |
| FIDUCIENT ADVISORS LLC | 566,580 | $30,652,000 | 8.90% |
| Sigma Investment Management Co | 186,466 | $10,088,000 | 8.37% |
| Cedar Wealth Management, LLC | 265,408 | $14,359,000 | 8.06% |